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Features to Look For, in CRM Software

Application Program Interface (API) is an important feature as it allows your CRM software to sync with other apps your business. This means there’s no need to enter the same data more than once. Filter: To view status or progress of any company/client your chosen CRM should allow you to filter a client by his name or company’s name. Dashboard is important feature as it gives you an easy overview of entire business from several dimensions. Electronic Delegation: CRM should have a feature that enables managers to assign tasks electronically at any time visible to concerned in real time.